Budget Manager: Smarter Ad Budget Planning and Management

What is Budget Manager?

Budget Manager is a powerful feature in H10 Ads that streamlines ad budget management across daily, monthly, and annual timeframes. It offers automated pacing, overspend protection, and detailed visualizations to help users optimize ad spend effectively.

Key Features

Flexible Budget Setup

  • Set daily, monthly, and annual budgets.
  • Adjust budgets periodically to match changing needs.
  • Note: Budget Manager only applies to non-AI Advertising (Product Goal) campaigns.

Auto Pacing

  • Automatically adjusts daily spend based on performance and remaining budget.
  • Ensures steady ad delivery throughout the month.
  • Important: Portfolio-level budgets are not considered. If a portfolio reaches its cap, Amazon will pause campaigns even if the profile-level budget remains. But if all ad spend doesn’t reach the portfolio’s budget but all campaign budget reaches the profile’s daily budget, the campaigns will be paused by Budget Plan.

Stop Over Spend (Auto Pause & Re-Enable)

  • Ads pause automatically once the budget cap is reached.
  • Automatically resumes on the first day of the next month.

Budget Usage Insights

  • Track usage for today, yesterday, and the past 3, 7, 14, 30, 60, and 90 days.
  • View annual trends to support long-term planning.

Daily Spend Visualization

  • A bubble chart visualizes campaign performance using:
    • Budget Allocation
    • Spend
    • Delivery Rate
    • ROAS

Budget Delivery Metrics

  • Delivery Rate = (Ad Spend / Monthly Budget) * 100%

Navigating Budget Manager

Budget Manager - List View

  • View all profiles with:
    • Auto Pacing status
    • Stop Over Spend status
    • Monthly delivery metrics
    • Next month’s budget
    • Quick actions: View Detail

 

Budget Manager - Detail Page

  • Set monthly and daily budgets
  • Choose allocation method: % or amount
  • View Budget Delivery Calendar & Trend

Budget Manager - Edit Plan

  • Customize budgets for current and future months
  • View daily delivery and budget trends

How to Use Budget Manager

Step-by-Step Guide

  1. Go to Budget Manager.
  2. Select a profile.
  3. Click the ⚙ icon
  4. Set a Monthly Budget.
  5. Set Daily Budgets (optional: by % or exact amount).
  6. Enable Auto Pacing and Stop Over Spend.
  7. Monitor budget usage and campaign performance.

How to track Changes in the Changelog

For Budget change

  1. Go to Change Log
  2. Set filter to Budget Change
  3. Set Change Source to Automatically in Helium10 Ads
  4. Set Change by Budget Manager

 

For Campaign Status change

  1. Go to Change Log
  2. Set filter to Campaign Status Change
  3. Set Change Source to Automatically in Helium10 Ads
  4. Set Change by Budget Manager

 

Budget Manager FAQ

What platforms does Budget Manager support?

Amazon and Walmart

What happens when my monthly budget is used up?

Campaigns are paused automatically and resume on the 1st of the next month.

Can I override automatic allocations?

Yes, manual adjustments are allowed at any time.

Does it affect bidding strategies?

No, it only impacts budget allocation, not bidding.

Can I track how my budget is used?

Yes, through built-in visual charts and historical reports.

What should I do if I need to adjust my budget mid-month?

If you need to modify your budget mid-month, you can manually increase or decrease it. The Budget Manager will automatically adjust daily budget allocations based on the updated total budget.

How does Budget Manager determine which campaigns receive more budget?

Budget Manager allocates budgets based on a combination of spending capacity and ROAS (Return on Ad Spend) performance. Higher-performing campaigns with strong profitability may receive more budget allocation to maximize overall efficiency.

How does Budget Manager handle campaigns that were previously paused by system automation rules?

If a campaign was paused before enabling Budget Manager due to an automated system rule, Budget Manager will still include it in its management. It will allocate budget and resume the campaign if necessary, ensuring the campaign aligns with the overall budget strategy.

Can I add specific campaigns in Budget Manager and manage the rest manually?

No, Budget Manager works at the profile level, meaning it applies to all campaigns within that profile, except for AI Advertising campaigns.

Are AI Advertising campaigns managed here?

No, the Budget Manager only manages non-AI Advertising campaigns.

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